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Settings

How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.

Clayton avatarChrista Moody avatar
By Clayton and 1 other2 authors34 articles

Team Settings


Add Users
User Permission Breakdown
Deactivate Or Reactivate A User
What happens to a user's projects when they're deactivated?
Two-Factor Authentication

Company Settings


Adjusting Email Notifications
Search With Part Number
Automatically Favorite Items
Manager Approval
Turn on/off Push New Items to Database
How to Turn On the Engineering/Scrub Stage
How to Set Default Labor Units
Default Rooms and Systems
How to Set a Shipping Method
How to Set your Currency
Default Tax Preferences
Set Default Labor Rates and Costs
Labor Type Translations
Custom Project Numbers
Creating Factors
Labor Presets
Equipment Pricing Programs
Labor Pricing Programs
Creating Service Packages

Office Settings


Create Office Locations
Connected Products Search
Setting Up Purchasing/Selling Currencies
Unique Office Labor Rates
Office Level Pricing Programs and Factors

Billing Settings


Create Subscription
Manage Billing Information and Billing Email
Update Credit Card
Change the Plan
Cancel Subscription
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